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Bill.com Integration

Whether you need to keep track of customer invoices or company bills, integrating Bill.com into Zoho will help you make accounting simpler. Turn a month’s worth of accounting into a few minutes of work.

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Make Accounting Simple

Invoice

With Bill.com and Zoho, it has never been easier to submit invoices to customers. They can be automatically sent through snail mail, email, or paid within the Bill.com network. Empower your staff to submit their own invoices with the confidence that your accounting will stay seamless.

Manage

Knowing which customers have paid and which have not is fundamental information for any CRM. Through integration with Bill.com, not only will you be able to know the status of invoices in each customer record, but you’ll also know the lifetime value of those clients and accounts. Easily manage the data at your fingertips and always be sure that you’re making the best decisions.

Secure

Allow your Zoho users to submit invoices without having access to more robust accounting or reports. With Zoho CRM’s user permissions and Bill.com’s invoicing power, you can rest assured that sensitive information is secure and only seen by those with permission.

Discover a Few of the Ways Zoho Can Help Your Business

Whether you have a day’s worth of bills or a month’s worth, Bill.com can organize your accounts in only minutes.

Invoicing

Need to bill a client inside of Zoho CRM? Simply use the invoicing feature and approve the invoice. It will automatically be sent to Bill.com (and properly reconciled with your accounting). From Bill.com, it will be sent to your client via email or snail mail. Clients then have the freedom of paying an invoice online via Bill.com’s simple portal or by mailing in a check.

Reporting

Need to see a quick list of clients, projects, or products with their receivables status? Right inside of Zoho, you can trigger follow up automations, activate reporting, and automate virtually any other task.

What Our Clients Have To Say

“We love working with the Kyle David Group because of their ‘one size fits none’ attitude. Their commitment to giving each individual client exactly what they need is unmatched.”

Adam SchnellArtistic Director and CEO, Ballet Vero Beach

What Our Clients Have To Say

“We really needed a partner who understood our mission, our needs, and our brand. KDG spent a good deal of time ‘getting to know’ us on the front end, which streamlined the rest of the process.”

Dana YurgoskyMarketing and Communications Manager, LVAIC

What Our Clients Have To Say

“This project could not have been in more capable hands. KDG understood our vision from the very beginning and helped us make it a reality through a collaborative process that kept our objectives at the forefront.”

John TolmieCo-founder and CEO, Vedu

What Our Clients Have To Say

“We’re happy to be aligned with a company that has shown patience in knowing us, our business, and ultimately the ability to advise us accordingly.”

Barry Dobil, Jr.Owner, Josh Early Candies

What Our Clients Have To Say

“If we’re not one step ahead, how can we do our job effectively? That’s what led us to the Kyle David Group.”

Want to learn more about how we can help you with your Bill.com integration?

Fill out the form below to speak with one of our Zoho analysts to help develop a solution that works for you and your organization. You’ll also get a FREE copy of our exclusive report The Ultimate Guide to Business Process Optimization with Zoho.

Get a copy of our report The Ultimate Guide to Business Process Optimization with Zoho.

Get a copy of our report The Ultimate Guide to Business Process Optimization with Zoho.